1988 E. Baseline Rd. Suite 103, Tempe, AZ 85283

Tel: 480.820.0097, Fax: 480.820.0175

Welcome to Ericksen Financial Services

With years of experience since 1982, we are a full service CPA firm specializing in accounting and tax preparation for businesses and individuals.
We also provide payroll, bookkeeping, financial statement preparation, and tax reporting services for sales tax and payroll.




It's Tax Season: until October 15,
-the IRS Deadline for filing your extended Personal Tax Returns.

It's time to fill out the "Tax Organizer" with all your tax Information (such as, Medical / RX Receipts totals, Contribution totals, etc.) and gather up all your 2011 tax documents: W-2, 1099-INT, 1099-DIV, 1099-R, 1099-G, 1099-B*, 1099-MISC, 1098, car registration receipts, property tax receipts, etc. You can email, mail, fax, or simply drop it all off to us. We will begin processing and preparing it. Once it's done we will call you to pick it up or you may want to set an appointment to review it together with our CPA.
*Also, if you have a 1099-B for Stock sales you will need to get a "Schedule of Realized Gains/Losses" (stock basis) from your broker.



Services We Offer Include:

► Income Tax Return Preparation for Individuals and Businesses

► Accounting / Monthly Bookkeeping

► Financial Statements (Compilations)

► Payroll Services

► Social Security Number E-verify

► New Hire Employee reporting (DES)

► Sales Tax Reporting

► Corporation Formation Assistance/Consulting: LLC, Sub S, or C Corp

► Internal Accounting and Bookkeeping Assistance

► Corporation Annual Reports and Stat Agent

► Investment Counseling and Financial Planning

► Representation before the IRS - Appeals, etc.

► QuickBooks Pro Advisor

 
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